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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,107 | $84,464-97.5% | $61,399-96.6% | $134,509-98.4% |
| Participation rate | 38.5% | 62.2%-23.7pp | 52.6%-14.1pp | 81.2%-42.8pp |
| Annual return | -34.81% | 585.06%-619.9pp | 338.81%-373.6pp | 418.13%-452.9pp |
| Employer contribution / active EE | $803 | $1,545-48.0% | $1,159-30.7% | $4,741-83.1% |
| Participant deferral / active EE | $1,017 | $2,818-63.9% | $2,124-52.1% | $6,400-84.1% |
| Admin fee / account holder | $351 | $2,587-86.4% | $2,131-83.5% | $11,427-96.9% |